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Note: You cannot use this window to set up, maintain, or view Tax line items. Please refer to the Contract Information video page for more information on this window/process
Benefits:
- Streamline the job setup process as it relates to retention by choose from a pick list how the job should withhold retention
- Cut down on confusion and avoid mistakes by having a fully defined list of retention rules
Roles:
- Accounts Receivable Manager
Location:
- Billing & Accounts Receivable > Setup > Retention Rule TemplatesDefines Contract Line Items and Contract Amounts for Billing Purposes
- Handles the setup of Lump Sum, Unit Price, Cost Plus, and Time and Materials billed jobs
Roles:
- Project Administrator
- Billing Clerk
Location:
- Project Management > Owner Contract Information > Schedule of Values
Video: